Customer Success Manager – Healthcare SaaS
Regard
Enterprise Client Success Manager – Insurance
Addition Wealth
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $140,000 per year
Job Level
Mid-LevelSenior
About the role
- Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a key role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients.
- Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product.
- Use data and insights to spot trends, identify opportunities, and support account growth strategies.
- Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives.
- Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management.
Requirements
- A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
- You take the time to understand each client’s unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes.
- You’re a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows.
- You love to understand the technical pieces of the product and can figure out how to
- A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders.
- You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations.
- You have 5+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results.
- Experience in fintech, financial services, wealth management and/or insurance is preferred
Benefits
- Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
- 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
- Work from anywhere: We're remote first with a home base in NY.
- Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
- Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
- Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
- Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
- Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
strong executorclear communicatorinterpersonal instinctsproblem-solvingstrategic thinkingrelationship buildingadaptabilityindependenceclient-focuseddata-driven
